See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,094 | $101,618-76.3% | $93,063-74.1% | $137,256-82.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.07% | 223.95%-197.9pp | 34.15%-8.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,159 | $2,707+53.6% | $2,476+68.0% | $4,156+0.1% |
| Participant deferral / active EE | $4,359 | $4,279+1.9% | $3,958+10.1% | $6,407-32.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |